.png){kind=logo}
Investment Fund
Investment Fund AUM
$25,000
Note: All figures as of September 30, 2024, unless otherwise indicated.
Members employ a multi-faceted investment strategy, involving quantitative and qualitative analysis to produce investment pitches and construct a diversified portfolio. Pitches include a presentation of theses that are supported by various financial models, including discounted cash flow analysis, leveraged buyouts, merger models, and dividend discount models. The unique layout of the investment groups mirrors the format of financial institutions, promoting exposure to several asset classes. ​Groups are structured with a Desk Head who oversees prospective investments and facilitates team education. Following each pitch, active members and the Portfolio Committee vote on whether or not the investment should be included in the club portfolio. All profits are reinvested into the fund or returned to members in the form of events or investing capital.
Global Macro
Investments are based on global macroeconomic outlooks and an understanding of how various world events affect financial markets. This leads members to analyze systematic risks to increase returns
Through weekly news discussions and an emphasis on using current global events to create theses, members rely on analyzing events to capitalize on potential investments and drive returns
Event-Driven
Multi-Strategy Long/Short
Members develop pitches across a variety of asset classes and industries while being encouraged to explore into a variety of different long and short plays
Investment Desks
U.S. Equities
The U.S. equities desk covers publicly traded companies headquartered in the U.S. These companies are generally traded on American exchanges, but are still strongly impacted with the broader global economy.
High Yield Debt
Covers high-yield bonds and credit securities that are trading below par. Members gain experience analyzing distressed companies with low liquidity, synthesizing different
recovery scenarios within the capital structure.
Real Estate
Takes a deep look into private real estate properties and publicly traded REITs across all traditional and niche asset classes. This desk is a great way to learn about an alternative investment and explore the many different career opportunities within real estate.
Global Equities
Targets companies based outside of the U.S. in developed regions representing over half of the largest global public global companies. This desk explores the unique political, sovereign, economic, and foreign exchange risks that may not be as relevant for other companies.
Special Situations
Focuses on investment opportunities not covered by other desks, including Forex, Derivatives, Commodities, and Private Equity. This desk will provide insight into alternative and unique investment strategies and mechanics.
Emerging Markets
Focuses on funding investment opportunities across global markets that are on the rise. This desk teaches members how to seek opportunities in areas with cheap valuations and greater growth prospects, while exposing members to geopolitical trends and currency stability.
Technology
Covers companies within the technology industry. Analysts gain insights on how to value high growth companies with unique business models and industry specific metrics.